Financial Advisor

2 days ago


Hamilton, Ontario, Canada RBC - Royal Bank Full time

As a Financial Advisor at RBC, you will build and maintain relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Communicate with clients to understand their needs and develop personalized financial plans
  • Provide professional advice on credit and investment products, as well as business banking solutions
  • Collaborate with RBC partners to deliver customized advice and support to clients
  • Leverage technology to enhance client experience and drive sales and retention
  • Proactively resolve and prevent client banking issues
  • Educate clients on RBC products and services, including digital banking options

Requirements:

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI
  • 2-3 years of sales experience in the financial services industry, handling credit and investments
  • Demonstrated ability to build trust and maintain long-term client relationships
  • Digital literacy across a range of devices

Nice-to-Have:

  • Fluency in a second language
  • Active in the local community, with a strong network

What We Offer:

  • Career development and top-notch sales coaching
  • Competitive salary, annual bonus, and recognition programs
  • Strong suite of tools, including emerging digital capability
  • Opportunity to represent Canada's leading financial services brand

Job Skills:

  • Client Centricity
  • Communication
  • Critical Thinking
  • Curiosity

About RBC:

RBC is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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